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Problem Uploading Tax Reports from National Financial (Fidelity)
Attempted to upload my brokerage tax docs from Fidelity , have done this for 10 yrs with no issues, but with current Premier version when I selected National Financial (Fidelity's reporting source) a Wealthscape Box opened asking for user name and password, I tried using my Fidelity credentials, doesn't work, called turbotax and reported this issue, don't know what happens next - has anyone else experienced this issue ?
‎February 14, 2023
8:20 AM